ESILAW 360 Full Feature List
Our feature-rich, complete law firm management software is unlike any other product out there.
A complete solution
A fully integrated accounting, billing and practice management, which means no third-party accounting solution required!
Cloud infrastructure
24/7 availability and reduced IT and maintenance costs with our cloud solution, hosted in Canadian data centers.
Enterprise matched
Enterprise level functionality and data integrity that accommodates small, mid-sized and large firms. ESILAW 360 is in use in firms with over 200 users and in multiple locations!
Rapid reporting
Blazing fast firm and financial reporting. Produce detailed reports in a fraction of the time of competing products.
Legal compliance ready
Law society compliance that ensures you meet provincial requirements. Integrations to Dye & Durham conveyancing, cost recovery and other legal solutions.
Dye & Durham integration
Integrations to Dye & Durham conveyancing, cost recovery and other legal solutions.
Flexible plans
Monthly and annual plans available with all features included.
Canadian customer support
Canadian-based tech support - no outsourced, out of country support like our competitors!
A one-stop shop
We are the largest Canadian company (Dye & Durham) serving law firms with high-quality products and services.
A complete solution
A fully integrated accounting, billing and practice management, which means no third-party accounting solution required!
Cloud infrastructure
24/7 availability and reduced IT and maintenance costs with our cloud solution, hosted in Canadian data centers.
Enterprise matched
Enterprise level functionality and data integrity that accommodates small, mid-sized and large firms. ESILAW 360 is in use in firms with over 200 users and in multiple locations!
Rapid reporting
Blazing fast firm and financial reporting. Produce detailed reports in a fraction of the time of competing products
Legal compliance ready
Law society compliance that ensures you meet provincial requirements. Integrations to Dye & Durham conveyancing, cost recovery and other legal solutions.
Dye & Durham integration
Integrations to Dye & Durham conveyancing, cost recovery and other legal solutions.
Flexible plans
Monthly and annual plans available with all features included.
Canadian customer support
Canadian-based tech support - no outsourced, out of country support like our competitors!
A one-stop shop
We are the largest Canadian company (Dye & Durham) serving law firms with high-quality products and services.
Register here to schedule a demo and learn more about esiLaw 360
esiLaw 360 Comprehensive List of Features
Feature
- Manage clients and matters
- Centralized client and matter and inquiry feature
- Use matters or sub-files
- Automatic or manual numbering
- Re-number clients and matters
- Create Quickbills from the Client & Matters feature
- Run reports such as Information Sheet and Pre-bill Summary from the Clients & Matters feature
- Enter and modify transactions from the Clients & Matters feature
- Time and fees, disbursements, trust, and bills and payments ledgers
- Filter transaction ledgers using dates and transaction status
- Print reports from ledgers
- View and print audits from transaction ledgers
- Summary of all balances on one screen including year-to-date and life-to-date
- Link contacts and people to clients and matters
- Manage notes
- Record identification and verification details
- Custom fields
- Label printing
Feature
- Manage closed clients and matters
- Enter details when closing clients and matters
- Re-open closed clients and matters with all transaction history
- Closed client and matter reports
- Close clients and matters directly from the Client & Matters feature
Feature
- Conflict search and reports
- Add additional conflict information to clients and matters
- Prompt for conflict search when adding new clients and matters
Feature
- Manage firm and private contacts
- Centralized contact management
- Toggle contact views to display firm contacts or your own contacts
- Set contacts as private
- Manage contact notes
- Link contacts to clients, matters and vendors
- Customize contact types and roles
- Record identification and verification details
Feature
- Appointment and task management
- Link appointments and tasks to clients and matters
- Firm and personal calendar
- Outlook and Gmail integration
- Limitation diary and notification report
Feature
- Link any local or network document folder to a client or matter
- Store client and matter documents in Google Drive, Dropbox or Skydrive/Onedrive
- One click to access documents
Feature
- Manage responsible and originating lawyers and timekeepers
- Assign default rates, optional rates and client specific rates
- Set up and report on budgets
- Hide inactive lawyers and timekeepers on screens and reports
- Renumber lawyers and timekeepers
Feature
- Configure lawyer or timekeeper default billing rates and additional rate codes
- Set specific lawyer or timekeeper billing rates on clients and matters
- Set specific client billing rates
Feature
- Customize time, disbursement, type of law and major client codes
- Set codes inactive to hide them from lists
Feature
- Record time and fee transactions
- Use customizable codes, descriptions and narratives
- Billable and non-billable time
- Spell checker
- Row and grid based time entry for faster transaction entry
- One click to toggle between time entries
- Automatic timer
- Edit time transactions from the transaction ledger in the Clients & Matters feature
Feature
- Record firm and third party disbursemetns for clients and matters
- Use customizable codes, descriptions and narratives
- Use fixed rate and unit rate codes when entering disbursements
- Row and grid based disbursement entry for faster transaction entry
- Edit disbursement transactions from the transaction ledger in the Clients & Matters feature
- Import client and matter disbursements
- Write general cheques or enter vendor invoices to record third party client disbursements
- Customize purchase and billing tax rates on disbursement or expense codes
Feature
- Automatic or manual bill numbering
- Create bills from the Clients & Matters feature using Quickbill
- Work on pre-bills and finalize bills in the same window
- Add additional bills to your bill run at any time
- Search for bills in the list of clients and matters selected to bill
- Retain pre-bills you are working on until you finalize them
- Add, edit and delete time or fee and disbursement transactions while billing
- Bill time entries with the option to replace time entries with a custom narrative
- Add flat fee sections in addition to time and fee sections
- Create flat fee bills without posting prior fee transactions
- Markup or markdown time and fee amounts while billing
- Apply discounts to bills
- Add soft costs
- Apply payments from trust to bills
- Change fee allocation while billing
- One click to preview bills
- Export bills to PDF
- Bill multiple matters on a single bill
- Separate disbursements and other charges sections on bills
- Groups disbursements on one bill line
- Bills are automatically posted to client and matter ledgers
- Reprint any bill from the Clients & Matters feature
- My Account lets you manage and upgrade your licenses
- Email bills to clients and matters
- Automate payment processing with embedded ‘Pay Now’ link on emailed bills to fast track client payments *
- Edit and reprint posted bills
- Bill sharing / approval process
Feature
- Billing template design wizard with highly customizable templates
- Display or hide bill sections such as statement of account or trust ledger
- Automatically hide sections on a bill if amounts equal zero
- Customize bill signature sections
- Assign a global template to all clients and matters
- Automatically memorize last bill template used for each client and matter
- Customize templates using a wizard or advanced editor
Feature
- Enter time and disbursements using UTBMS or task-based codes
- Produce UTBMS or task-based bills in popular electronic formats (e.g. LEDES, ICBC)
Feature
- Automatic or manual receipt numbering
- Transfer trust to pay client or matter bills
- Process credit card transactions for payments or receipts in ESILAW 360 *
- Print receipts at the time of entry
- Reprint receipts from the Bills & Payments ledger in Clients & Matters
- Enter ‘Received from’ memo on receipts
- Custom payment types
- Set payment types to automatically include payments in deposit
- Set cash receipt limits
- Accounts receivable reports for unbilled and billed
- Record NSF transactions for bounced cheques
Feature
- Produce past due statements for clients and matters
- Calculate interest for overdue accounts and display on statements
- Post interest for overdue accounts
- Customize past due statement templates
- Email past due statements to clients and matters
Feature
- General and trust cheques
- Write and print cheques for firm or client and matter expenses
- Automatic cheque numbering by bank
- Manage payees
- Print and reprint cheques
- Request and release cheques
Feature
- Manage vendors
- Centralized vendor management
- Automatic or manual vendor numbering
- Process invoices for firm or client and matter expenses
- Pay vendor invoices using cheque, credit cards and other payment types
- Make partial and full invoice payments
- Process vendor credits
- Invoices and payments ledger with options to filter by date, transaction type and status
- Vendor notes
- Link contacts to vendors
- Run vendor reports from the Vendors feature
- Set vendors inactive
- View and print audits from transaction ledgers
Feature
- Client and matter trust ledger
- Process trust cheques, receipts, transfers and transfers to pay bills
- Record and report on regular and special or term trust
- Trust overdraft protection
- Transfer trust to pay bills while billing or after billing
- Trust reports
Feature
- Bank balances summary window
- Process general and trust deposits and print deposit slips and reports
- View, reprint and undo past deposits
- Exclude transactions from deposits based on payment type
- Bank reconciliation
- Finalize and post bank reconciliation adjustments in one step
- Finalized bank reconciliation worksheet and reports are automatically backed up
- Supporting bank reconciliation reports
- Deposit and receipt detail report
- Import bank statements into bank reconciliaton
- Enter outstanding cheques
Feature
- Open and closed client and matter reports with balances and details
- Lawyer and timekeeper reports for billing, receipts, write offs and variance
- Unbilled (work-in-progress) reports
- Accounts receivable reports
- Accounts payable reports
- Trust reports
- Billing and collection realization reports
- Generate reports using multiple criteria
- Drilldown on report figures
- Export reports to PDF, Excel, .csv and other formats
- Sort columns on reports while in view mode
- Search within a report while in view mode
- Report generation options display at the bottom of each report
- Memorize reports
- Payment allocation report
- Interest on disbursements report
Feature
- Trial balance, balance sheet, transaction listing, profit and loss, and income statement
- Set up and report on budgets
Feature
- Set global, client and matter, and vendor tax rates for purchases and billings
- Customizable purchase and billing tax rates on disbursement and expense codes
- GST/HST and PST reports
Feature
- Use codes and AutoText shortcuts to enter transaction descriptions and memos
- Post individual transactions or batches of transactions
- Transaction entry and unposted transactions display in the same window
- EFT transactions
- Modify or change transactions – edit, reverse, transfer and write off
- Process refunds for overpayments
Feature
- Search for any transaction type using multiple criteria
- Modify transactions from the Find feature (e.g. reverse, transfer and write off)
Feature
- Configure users accounts and groups
- Restrict groups to specific features and functions
Feature
- Import and export clients, matters and contacts
- Import time and disbursement transactions
Feature
- Dropbox
- Microsoft Onedrive / Skydrive
- Google Drive
Feature
- Set up unlimited companies
- Switch between companies within ESILAW 360
- Open multiple companies at the same time
Feature
- Trust administration fee and supporting reports (British Columbia)
- Law Society of Alberta export and upload tool (Alberta)
- Ontario Levy report (Ontario)
Feature
- Search any list by typing all or part of client number, name, matter or phone
- Set default fee and receipt allocation methods
- Larger, scalable fonts and font type for user interface
- Maximize windows to utilize the entire desktop
- Simplified navigators and toolbar to help you find your way around
- Automatic software update requires no download or installation
- Alerts feature that notifies you of incomplete tasks and other important information
- Searchable web-based knowledgebase and help center
- Toggle single and multi-user mode
Feature
- MICR cheque printing
- UTBMS / Task-based Billing
Feature
- Schedule automatic daily backups
- Create backups with users in ESILAW 360
- Unlimited restore points
- Back up all company files with one click
Feature
- Automated licensing and activation
- My Account lets you manage and upgrade your licenses
Feature
- Microsoft .NET and SQL Server for scalability, reliability and security
30-day free trial
If you would like to try esiLaw 360 for your law firm, sign up
for a 30-day free trial – no credit card required!
